Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Illinois Bright Start Oppenheimer Savings Plan_Index Portfolios Tactical Asset Allocation Moderate | NA | 28.00% | 2.28% | 7.70% | 6.19% | 6.04% | 5.74% | 5.35% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Illinois Bright Start Oppenheimer Savings Plan_Index Portfolios Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | 28.00 | 2.28 | 7.70 | 6.19 | 6.04 | 5.74 | 5.35 | NA | 13.87 | 17.65 | -18.54 | 11.69 | 17.46 | 16.37 | -7.90 | 11.62 | 9.56 | -2.60 | 5.47 | 13.18 | 7.35 | -1.96 | 2.67 | 7.55 | -4.20 | 6.14 | 10.34 | 2.50 | 11.54 | 9.66 | -8.16 | 2.71 |
| Sharpe Ratio | NA | 0.88 | -0.01 | 0.36 | 0.43 | NA | NA | 0.43 | 0.04 | 0.73 | 1.35 | -1.17 | 1.15 | 0.90 | 2.55 | -0.91 | 2.14 | 1.61 | -0.46 | 1.06 | 1.81 | 2.51 | -0.14 | 0.27 | 1.09 | -1.05 | 0.31 | 1.02 | 0.07 | 1.55 | 2.00 | -0.90 | 0.08 |
| Standard Deviation(%) | NA | 9.85 | 12.74 | 13.87 | 10.91 | NA | NA | 9.13 | 10.33 | 9.91 | 9.94 | 17.03 | 10.15 | 19.21 | 5.87 | 10.08 | 5.13 | 5.79 | 5.77 | 5.14 | 7.27 | 2.91 | 13.77 | 9.64 | 6.86 | 4.87 | 10.28 | 6.94 | 4.60 | 6.84 | 4.48 | 10.26 | 4.89 |
| Draw Down(%) | NA | 5.43 | 21.22 | 24.12 | 24.12 | NA | NA | 24.12 | 0.88 | 5.43 | 9.51 | 22.64 | 4.99 | 23.67 | 3.06 | 16.55 | 2.00 | 3.56 | 7.46 | 3.55 | 6.16 | 1.62 | 12.81 | 9.37 | 3.94 | 5.75 | 7.06 | 7.62 | 4.03 | 6.24 | 4.00 | 14.96 | 2.90 |
| Yield(%) | NA | 3.36 | 2.75 | 2.73 | 2.15 | NA | NA | 2.64 | NA | 1.16 | 2.83 | 1.99 | 2.94 | 2.23 | 2.70 | 1.67 | 0.41 | 2.74 | 1.33 | 1.66 | 2.33 | 3.21 | 2.99 | 2.97 | 1.45 | 2.04 | 2.61 | 2.83 | 3.15 | 3.17 | 3.67 | 3.33 | 5.32 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Illinois Bright Start Oppenheimer Savings Plan_Index Portfolios Tactical Asset Allocation Moderate |
-0.28%
Jun 2007 - Jun 2010 |
1.05%
May 2007 - May 2012 |
3.01%
Sep 2001 - Sep 2011 |
3.62%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Illinois Bright Start Oppenheimer Savings Plan_Index Portfolios Tactical Asset Allocation Moderate |
15.14%
Dec 2018 - Dec 2021 |
10.25%
Oct 2016 - Oct 2021 |
8.06%
Sep 2011 - Sep 2021 |
6.30%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart